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Job Description Summary This is a new position that reports to the Head of Investment Management. The role holder will be responsible for the effective oversight, design and delivery of enhancements and development of the investment offer, with particular focus on third party manager analysis and selection.
Schroders Personal Wealth combines over 400 years of expertise from two leading British companies - partnering to bring financial planning services to more people in the UK.
Schroders Personal Wealth combines Lloyds Banking Group's significant customer base, multi-channel distribution and digital capabilities with Schroders' investment and wealth management expertise and technology capabilities.
Our focus is on the personal relationship we develop with our customers, underpinned by our multi-channel customer reach and our global investment expertise. Our aim is to become a top UK financial planning business within five years.
Would you like to be part of making this possible?
Based in Central London, the Investment Office (IO) oversees the management of the client investment strategies delivered through an outsourced investment management model. This team has accountability for defining and overseeing appropriate investment mandates for its products, ensuring performance delivery of model portfolios and robust processes for underlying manager selection and portfolio implementation.
This is a new position that reports to the Head of Investment Management. The role holder will be responsible for the effective oversight, design and delivery of enhancements and development of the investment offer, with particular focus on third party manager analysis and selection.
Key activities include:
Develop and maintain processes to ensure robust oversight of the strategic investment partner in their manager selection, providing appropriate challenge and critical assessment of allocations and overall portfolio trends.
Responsibility for investment aspects of specific strategic, operational and investment offer related projects, working across teams by providing the appropriate SME input and IO leadership or representation.
Responsible for relevant customer and competitor insight and tracking of industry developments that may inform the investment development strategy
Disseminating development plans and vision and seeking feedback from front office and executives to refine or reshape plans. Keeping a wide set of internal partners updated on developments and progress.
Responsibility to deputise for the Head of Investment Management and the Chief Investment Officer when appropriate.
Responsibility to deputise for the CIO in media engagements for comments to journalists and financial planning publications
Work effectively with Change teams to drive delivery of projects across the wider business by representing the IO, to ensure that the investment philosophy and investment design is embedded and those projects deliver the desired benefits for clients and the business.
Supporting the creation of robust Business plans as required for the development of the investment offer, and providing input and leadership in creating the benefits case as well as supporting Budget requests
Engaging with key service providers, both internal and external, to share plans and procure cooperation and support as well as specific delivery and if appropriate funding contributions from such providers Experience, Skills, Capabilities required
Experienced Investment business professional with an SME level knowledge of multi-manager selection, investments and regulated funds, discretionary managed portfolio services and asset management solutions
Strong knowledge of instruments and systems used in the analysis and ongoing assessment of investment managers
Broad based understanding of financial planning products, regulated investment advice and asset management
IMC, CFA preferable
Strong background in delivering written and presented communications to clients.
Experience in engaging with investment solution providers, project managers and stakeholders to deliver new products or propositions to market
Able to defend confidently and strongly client interests and challenge providers as appropriate
Ability and track record of working across teams and in providing leadership to various stakeholders in achieving a common goal
Self-starter able to work under pressure
Our ethos is to provide equal opportunities to all, and to ensure we represent the communities we serve.
If like us, you're more motivated by customers than by target, and you'd thrive in a culture that is values and client led - come and talk to us. Select the Apply Now button to start the conversation.
At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities.With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we're building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.
Internal Number: 6307545
About Lloyds Banking Group
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